Manager, Wealth Banking Relationship Manager

Roles & Responsibilities

Job Description :

Roles & Responsibilities :

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
• Develop and deepen relationships with clients who have bee assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie FAA and other related statutory Acts)

Job Requirements :

Tell employers what skills you have

Wealth Management

Referrals

Microsoft Excel

Financial Planning

Relationship Management

Career Development

Wealth

Loans

Private Banking

Compliance

Rendering

Financial Analysis

Banking

Financial Advisory

Regulatory Requirements

Financial Services